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My Personal CFO, LLC

SEC CIK
0001916366
Latest filing
Jul 21, 2026

MS holding history

Morgan Stanley in every 13F filed by My Personal CFO, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MS overviewAll 13F holders of MSFull Q2 2026 holdings

Shares (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q4 2022
Holdings of MS by My Personal CFO, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−357−100.0%Sold outHolders
Q4 2022357$30.4K<0.1%+357NewHolders